Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,335 | $72,071-87.0% | $68,368-86.3% | $137,256-93.2% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 22.06% | 353.14%-331.1pp | 292.57%-270.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,697 | $2,788-39.1% | $2,649-35.9% | $4,156-59.2% |
| Participant deferral / active EE | $3,450 | $4,410-21.8% | $4,123-16.3% | $6,407-46.2% |
| Admin fee / account holder | $618 | $5,336-88.4% | $5,150-88.0% | $12,270-95.0% |